financial adviser prospecting


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How To Fix A Prospecting Problem
by Tony Vidler        The “prospecting problem” is the most frequently requested area for help amongst advisers…it is the p perennial problem.  There just never seems to be quite enough of them to meet the new client acquisition needs of the firm!   Often an adviser asks for help on prospecting right about the time […]
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The BEST Prospecting Question Ever
by Tony Vidler        One of the areas which you would think would dominate our prospecting activities is one where many professionals struggle: getting friends and associates onboard as clients.   A fantastic adviser that I knew well and who is since retired working in rural town in New Zealand managed to be one of […]
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4 Ways To Create Attention-Grabbing Headlines
by Tony Vidler        The headline does all the work of grabbing attention to begin with, and if you don’t grab attention then there is no chance of having a prospective client decide to engage with your marketing.   The logic is pretty simple really.  The buying journey for any consumer begins with someone getting […]
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8 Seconds to Get – or Lose – That Prospect
by Tony Vidler        You will gain or lose potential clients in just 8 seconds….well, actually it is a lot less than that.  The clock is ticking…and a lot faster than many realise.   In reality you have 3 seconds or less to get them to engage with you and your message, or they are probably […]
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Which Prospects Are Worth YOUR Time?
by Tony Vidler        The way prospects engage with professionals has changed, and it is logical for us to change how we engage with prospects also.   In the old days we qualified prospects on the basis of a clearly identifiable need, the capacity to pay, approachability, and “insurability”.  This last one evolved over time […]
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Make Your Testimonials Resonate With Prospects
by Tony Vidler        Testimonials are great marketing, but they are losing their effectiveness to some degree.  All is not lost however, as one small change CAN make them resonate with your target audience a little better.   Consumers are not silly and they know we are never going to be silly enough ourselves to […]
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7 Warning Signs That The Prospect Is Not Right For You
by Tony Vidler        No matter how hard you try to get it right, some prospects are just not right for you.  You are wasting your time and would be best to just cut your losses and move on quickly.   The problem we have is that often we don’t figure that out until we […]
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12 Prospect Barriers WE Must Negate
by Tony Vidler        “What do we have to get right for prospects to become clients?” “Remove or negate the barriers to them deciding to business” “What barrier?” “All of them…..”   There are many barriers which can prevent a prospect from engaging in the professional financial advice process, and WE have to try and […]
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The Shortcut To Trust For Professionals
by Tony Vidler        Creating sufficient trust with a prospective client is the critical initial hurdle to having them engage with a professional advice process.   We need to have potential clients open up about their financial history, health and family issues, their future dreams and aspirations….all the deeply personal things that they generally don’t […]
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The 5 Steps To An Effective Advertising Campaign
by Tony Vidler          To create an effective advertising campaign – one that gets you the results you wanted to begin with – there are 5 essential steps.  Many professional services firms miss at least a couple of them, and inevitably are disappointed with the results of their advertising efforts.   That is not […]
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